D-Tools

D-Tools Publish Clients API

Allows an integration to update a client list to a SI user.

GitHub OpenAPI

Operations 2

POST /Publish/Clients Publish a list of clients to SI #
POST /Publish/Clients/Update Update an existing client in SI #

Documentation

📖
Documentation
https://docs.d-tools.cloud/en/collections/7640732-cloud-api-documentation
📖
APIReference
https://dtcloudapi.d-tools.cloud/apidocs/index.html
📖
Authentication
https://docs.d-tools.cloud/en/articles/8756132-authentication
📖
RateLimits
https://docs.d-tools.cloud/en/articles/9276121-api-limits
📖
Documentation
https://docs.d-tools.com/en/articles/9225625-d-tools-si-api-overview
📖
APIReference
https://api.d-tools.com/si/doc
📖
Authentication
https://docs.d-tools.com/en/articles/9203156-api-key

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/d-tools/refs/heads/main/openapi/d-tools-publishclients-api-openapi.yml

Other Resources

🔗
Webhooks
https://docs.d-tools.cloud/en/articles/8756116-api-keys-and-webhooks
🔗
Postman
https://docs.d-tools.cloud/en/articles/8756124-using-postman-to-test-api-responses
🔗
LLMsTxt
https://raw.githubusercontent.com/api-evangelist/d-tools/refs/heads/main/llms/d-tools-cloud-llms.txt
🔗
LLMsTxt
https://raw.githubusercontent.com/api-evangelist/d-tools/refs/heads/main/llms/d-tools-si-llms.txt

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OpenAPI Specification

d-tools-publishclients-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: D-Tools SI API Documentation Publish Clients API
  description: 'The API allows integrations to:


    - Publish catalogs and projects to SI users.'
  version: 1.0.0
servers:
- url: https://api.d-tools.com/si
tags:
- name: PublishClients
  description: Allows an integration to update a client list to a SI user.
paths:
  /Publish/Clients:
    post:
      tags:
      - PublishClients
      summary: Publish a list of clients to SI
      requestBody:
        description: The client list.
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/ClientList'
          application/json:
            schema:
              $ref: '#/components/schemas/ClientList'
          text/json:
            schema:
              $ref: '#/components/schemas/ClientList'
          application/*+json:
            schema:
              $ref: '#/components/schemas/ClientList'
          application/xml:
            schema:
              $ref: '#/components/schemas/ClientList'
          text/xml:
            schema:
              $ref: '#/components/schemas/ClientList'
          application/*+xml:
            schema:
              $ref: '#/components/schemas/ClientList'
        required: true
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            application/xml:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            text/xml:
              schema:
                $ref: '#/components/schemas/PublishResponse'
      operationId: postPublishClients
      x-operation-id-source: derived
  /Publish/Clients/Update:
    post:
      tags:
      - PublishClients
      summary: Update an existing client in SI
      requestBody:
        description: ''
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          text/json:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          application/*+json:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          application/xml:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          text/xml:
            schema:
              $ref: '#/components/schemas/UpdateClient'
          application/*+xml:
            schema:
              $ref: '#/components/schemas/UpdateClient'
        required: true
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            application/xml:
              schema:
                $ref: '#/components/schemas/PublishResponse'
            text/xml:
              schema:
                $ref: '#/components/schemas/PublishResponse'
      operationId: postPublishClientsUpdate
      x-operation-id-source: derived
components:
  schemas:
    Address:
      type: object
      properties:
        street1:
          type:
          - 'null'
          - string
        street2:
          type:
          - 'null'
          - string
        city:
          type:
          - 'null'
          - string
        state:
          type:
          - 'null'
          - string
        postalCode:
          type:
          - 'null'
          - string
        country:
          type:
          - 'null'
          - string
        phone:
          type:
          - 'null'
          - string
        fax:
          type:
          - 'null'
          - string
    ClientAddress:
      type: object
      properties:
        typeId:
          pattern: ^-?(?:0|[1-9]\d*)$
          type:
          - integer
          - string
          description: Client Addres Type - must be type 1 = Billing, 2 = Site, 3 = Other
          format: uint8
        name:
          type:
          - 'null'
          - string
        street1:
          type:
          - 'null'
          - string
        street2:
          type:
          - 'null'
          - string
        city:
          type:
          - 'null'
          - string
        state:
          type:
          - 'null'
          - string
        postalCode:
          type:
          - 'null'
          - string
        country:
          type:
          - 'null'
          - string
        phone:
          type:
          - 'null'
          - string
        fax:
          type:
          - 'null'
          - string
      description: Client address object
    ClientContact:
      type: object
      properties:
        firstName:
          type:
          - 'null'
          - string
        lastName:
          type:
          - 'null'
          - string
        company:
          type:
          - 'null'
          - string
        title:
          type:
          - 'null'
          - string
        email:
          type:
          - 'null'
          - string
        phone:
          type:
          - 'null'
          - string
        fax:
          type:
          - 'null'
          - string
        mobile:
          type:
          - 'null'
          - string
        street1:
          type:
          - 'null'
          - string
        street2:
          type:
          - 'null'
          - string
        city:
          type:
          - 'null'
          - string
        state:
          type:
          - 'null'
          - string
        postalCode:
          type:
          - 'null'
          - string
        country:
          type:
          - 'null'
          - string
        notes:
          type:
          - 'null'
          - string
      description: Client contact object
    ClientList:
      type: object
      properties:
        id:
          type:
          - 'null'
          - string
          description: Unique Id for the client (Required)
        name:
          type:
          - 'null'
          - string
          description: Name for the client list (Required)
        description:
          type:
          - 'null'
          - string
          description: Client list description
        clients:
          type:
          - 'null'
          - array
          items:
            $ref: '#/components/schemas/Client'
          description: Client list.
      description: Client List objects
    Client:
      type: object
      properties:
        id:
          type:
          - 'null'
          - string
          description: Unique Id for the client (must be Guid). Client will be created in SI with this Guid and will be used to update client.
        name:
          type:
          - 'null'
          - string
          description: Client name (Required)
        number:
          type:
          - 'null'
          - string
          description: Number
        integrationId:
          type:
          - 'null'
          - string
          description: Optional Id provided by the Integration for client. The IntegrationId can be used to update clients
        phone:
          type:
          - 'null'
          - string
          description: Phone
        fax:
          type:
          - 'null'
          - string
          description: Fax
        email:
          type:
          - 'null'
          - string
          description: Email
        webSite:
          type:
          - 'null'
          - string
          description: Web site
        clientType:
          type:
          - 'null'
          - string
          description: Client Type - must be Lead or Prospect or Client
        leadSource:
          type:
          - 'null'
          - string
          description: Lead source
        tax:
          type:
          - 'null'
          - string
          description: Tax
        laborTax:
          type:
          - 'null'
          - string
          description: Labor tax
        createdOn:
          type: string
          description: Date the client was created (UTC Time)
          format: date-time
        updatedOn:
          type: string
          description: Date the client was updated (UTC Time)
          format: date-time
        updatedBy:
          type:
          - 'null'
          - string
          description: Client Updated By
        publishedBy:
          type:
          - 'null'
          - string
          description: Client Published By
        clientAddresses:
          type:
          - 'null'
          - array
          items:
            $ref: '#/components/schemas/ClientAddress'
          description: Client addresses for client
        clientContacts:
          type:
          - 'null'
          - array
          items:
            $ref: '#/components/schemas/ClientContact'
          description: Client contacts for client
        customField1:
          type:
          - 'null'
          - string
          description: CustomField1 (Text) (BETA).
        customField2:
          type:
          - 'null'
          - string
          description: CustomField2 (Text) (BETA).
        customField3:
          type:
          - 'null'
          - string
          description: CustomField3 (Text) (BETA).
        customField4:
          type:
          - 'null'
          - string
          description: CustomField4 (Text) (BETA).
        customField5:
          type:
          - 'null'
          - string
          description: CustomField5 (Text) (BETA).
        customField6:
          type:
          - 'null'
          - boolean
          description: CustomField6 (Boolean) (BETA).
        customField7:
          type:
          - 'null'
          - boolean
          description: CustomField7 (Boolean) (BETA).
        customField8:
          type:
          - 'null'
          - boolean
          description: CustomField8 (Boolean) (BETA).
        customField9:
          type:
          - 'null'
          - boolean
          description: CustomField9 (Boolean) (BETA).
        customField10:
          type:
          - 'null'
          - boolean
          description: CustomField10 (Boolean) (BETA).
        customField11:
          type:
          - 'null'
          - string
          description: CustomField11 (Date) (BETA).
          format: date-time
        customField12:
          type:
          - 'null'
          - string
          description: CustomField12 (Date) (BETA).
          format: date-time
        customField13:
          type:
          - 'null'
          - string
          description: CustomField13 (Date) (BETA).
          format: date-time
        customField14:
          type:
          - 'null'
          - string
          description: CustomField14 (Date) (BETA).
          format: date-time
        customField15:
          type:
          - 'null'
          - string
          description: CustomField15 (Date) (BETA).
          format: date-time
        customField16:
          type:
          - 'null'
          - string
          description: CustomField16 (List) (BETA).
        customField17:
          type:
          - 'null'
          - string
          description: CustomField17 (List) (BETA).
        customField18:
          type:
          - 'null'
          - string
          description: CustomField18 (List) (BETA).
        customField19:
          type:
          - 'null'
          - string
          description: CustomField19 (List) (BETA).
        customField20:
          type:
          - 'null'
          - string
          description: CustomField20 (List) (BETA).
        customField21:
          type:
          - 'null'
          - string
          description: CustomField21 (Hyperlink) (BETA).
        customField22:
          type:
          - 'null'
          - string
          description: CustomField22 (Hyperlink) (BETA).
        customField23:
          type:
          - 'null'
          - string
          description: CustomField23 (Hyperlink) (BETA).
        customField24:
          type:
          - 'null'
          - string
          description: CustomField24 (Hyperlink) (BETA).
      description: Client object
    PublishResponse:
      type: object
      properties:
        messageId:
          type: string
          description: Check the status of the transaction using this Message Id
          format: uuid
        message:
          type:
          - 'null'
          - string
          description: Success Message
      description: Project publish response
    UpdateClientField:
      type: object
      properties:
        clientFieldId:
          pattern: ^-?(?:0|[1-9]\d*)$
          type:
          - integer
          - string
          description: 'ClientFieldId (pass the correct Id for the field you want to udpate)

            Name = 1, Number = 2, Phone = 3, Fax = 4, Email = 5, Website = 6, Inactive = 7,  IntegrationId = 8

            CustomField1 = 101, CustomField2 = 102, CustomField3 = 103, CustomField4 = 104, CustomField5 = 105, CustomField6 = 106, CustomField7 = 107, CustomField8 = 108, CustomField9 = 109, CustomField10 = 110,

            CustomField11 = 111, CustomField12 = 112, CustomField13 = 113, CustomField14 = 114, CustomField15 = 115, CustomField16 = 116, CustomField17 = 117, CustomField18 = 118, CustomField19 = 119, CustomField20 = 120,

            CustomField21 = 121, CustomField22 = 122, CustomField23 = 123, CustomField24 = 124'
          format: uint8
        value:
          type:
          - 'null'
          - string
          description: Value for the client field. Datetime and decimal should be invariant.
    UpdateClient:
      type: object
      properties:
        integrationId:
          type:
          - 'null'
          - string
          description: Integration Id of client to update (Must pass either IntegrationId Or Client Number)
        number:
          type:
          - 'null'
          - string
          description: Number of client to update (Must pass either IntegrationId Or Client Number)
        updateFields:
          type:
          - 'null'
          - array
          items:
            $ref: '#/components/schemas/UpdateClientField'
          description: List of UpdateFields for the client. Each UpdateField has a Id and a Value.
        siteAddress:
          description: Client Site Address
          $ref: '#/components/schemas/Address'
        billingAddress:
          description: Client Billing Address
          $ref: '#/components/schemas/Address'
      description: Update Project